FNW Standard Life UK Opportunities Life Fund

Category UK Small-Cap Equity

Last buy/sell price

175.40p

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Fund Code

B3KN9Y6

GB00B3KN9Y68

Prices updated as at 26 Apr 2023

Prices in GBX

Investment objective

To generate growth over the long term (5 years or more) by investing in UK small and mid-capitalisation equities (company shares). The fund will invest at least 70% in smaller and mid-capitalisation equities and equity related securities of companies listed, incorporated or domiciled in the UK or companies that derive a significant proportion of their revenues or profits from UK operations or have a significant proportion of their assets there.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	UK Small-Cap Equity
31 Mar 14 - 31 Mar 15	2.17	-2.02
31 Mar 15 - 31 Mar 16	-7.29	8.81
31 Mar 16 - 31 Mar 17	15.53	18.14
31 Mar 17 - 31 Mar 18	13.04	13.74
31 Mar 18 - 31 Mar 19	-4.07	-2.81
31 Mar 19 - 31 Mar 20	-11.38	-17.82
31 Mar 20 - 31 Mar 21	33.31	65.89
31 Mar 21 - 31 Mar 22	-3.04	-0.70
31 Mar 22 - 31 Mar 23	-19.07	-15.93

Trailing returns (%)

Year	This fund	UK Small-Cap Equity
1 Day	-0.06	-0.30
1 Month	2.45	2.02
3 Months	-2.56	-4.85
6 Months	5.35	4.29
1 Year	-14.31	-13.72
3 Years annualised	0.06	8.01
5 Years annualised	-2.38	1.10

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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